Sowell Financial Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Sowell Financial Services’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-96	Closed	-$10K	–	576
2021 Q1	$10K	Sell	96 -318	-77%	-$28.2K	﹤0.01%	2301
2020 Q4	$35K	Buy	414 +2	+0.5%	+$161	﹤0.01%	1522
2020 Q3	$31K	Hold	412	–	–	﹤0.01%	1370
2020 Q2	$30K	Buy	412 +1	+0.2%	+$72	﹤0.01%	1330
2020 Q1	$27K	Buy	411 +93	+29%	+$7.72K	﹤0.01%	1273
2019 Q4	$29K	Sell	318 -3,145	-91%	-$281K	﹤0.01%	1308
2019 Q3	$303K	Buy	+3,463	New	+$297K	0.03%	534
2019 Q1	$383K	Sell	4,476 -75	-2%	-$6.24K	0.04%	403
2018 Q4	$350K	Buy	+4,551	New	+$385K	0.05%	353
2017 Q1	–	Sell	-318	Closed	-$26K	–	264
2016 Q4	$26K	Buy	+318	New	+$25.1K	0.01%	396

Other funds holding AIVL

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sowell Financial Services's AIVL Position: Q2 2021 in Review

Sowell Financial Services sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2021, closing a stake of 96 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in AIVL in Q4 2016 and held it in 10 quarters. The position peaked at $383K in Q1 2019. 133 funds tracked by Wall St. Rank hold AIVL as of Q2 2021.

Sowell Financial Services reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 96 WisdomTree US AI Enhanced Value Fund shares in Q2 2021, an estimated $10K.
Sowell Financial Services first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2016 and held it in 10 quarters.
Sowell Financial Services's WisdomTree US AI Enhanced Value Fund position peaked at $383K in Q1 2019.
133 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.